Adding Network Notes

To upload information back to the client, network notes must be entered on the debtors account.

From any of the debtors account screens,  click the   tab to display the Debtor History Screen.

Click the button.

This will take you to the Add Upload Note screen.

  Enter the date of the note, .  This date should be added with the date format of MM/DD/YYYY.  

Or click the button and selected a date.  

Enter a Note type by, clicking the button  and displaying the allowed network notes and clicking on the appropriate one.

These codes are setup by the Network.  Any requests for changes should be made to the Network representative for the firm.  Any missing codes should be reported to JST Technical Support.

Users may or may not be asked to add additional information for each note.  

Once that is complete, click the   button.  This will save the note in

history.  Click   button to cancel the add process.

This network note will now be uploaded on the next notes upload for this interface.  To verify, do a preview notes upload.   

Users may change the upload status, see Remarking Individual Network Notes.